Range of investments
When deciding between Fidelity and J.P. Morgan Self-Directed Investing for your online trading needs, Fidelity edges out with a slightly broader range of investment options, earning 5 stars compared to J.P. Morgan's 4. Both platforms maintain a strong presence in traditional investments, offering stock trading, margin accounts, bonds, ETFs, and mutual funds. Fidelity, however, stands out in the realm of cryptocurrency, offering trading in three different coins, while J.P. Morgan Self-Directed Investing does not offer any crypto trading capabilities.
Both Fidelity and J.P. Morgan Self-Directed Investing offer full-featured platforms that cater to a variety of investment styles. Stock trading and options trading are available with both brokerages, along with the ability to trade mutual funds and OTC stocks. They each provide the flexibility of fractional shares trading, making it easier for investors to diversify their portfolios without hefty investment minimums. Notably, neither broker offers trading in futures or forex, keeping their focus on more traditional investment vehicles.
For those interested in retirement savings, both platforms accommodate with options for traditional and Roth IRAs. They also offer advisor services to assist investors in crafting personalized investment strategies. Although J.P. Morgan Self-Directed Investing provides a solid foundation for various investment opportunities, Fidelity's capabilities in cryptocurrency trading could attract those looking for a more expansive platform, reflected in its higher ranking by StockBrokers.com for Range of Investments, where it holds the #3 spot compared to J.P. Morgan's #9.
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
Stock Trading
info
|
Yes
|
Yes
|
Margin Trading
info
|
Yes
|
Yes
info |
Fractional Shares
info
|
Yes
|
Yes
|
OTC Stocks
info
|
Yes
|
Yes
|
Mutual Funds
info
|
Yes
|
Yes
|
Options Trading
info
|
Yes
|
Yes
|
Futures Trading
info
|
No
|
No
|
Crypto Trading
info
|
Yes
|
No
|
Crypto Trading - Total Coins
info
|
3
|
0
|
Range of Investments
|
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
Trading platforms and tools
When comparing Fidelity and J.P. Morgan Self-Directed Investing, Fidelity clearly emerges as the superior choice for trading platforms and tools. This is evident from its higher rating of 4.5 stars out of five and a strong ranking of fourth out of 15 brokers on StockBrokers.com. In contrast, J.P. Morgan Self-Directed Investing has a lower rating of 2.5 stars and is ranked thirteenth. Fidelity offers a comprehensive suite of features that enhance the trading experience, setting a high standard in comparison to its competitor.
Fidelity stands out with its availability of both Windows and Mac desktop downloadable trading platforms, whereas J.P. Morgan Self-Directed Investing offers only a browser-based platform. Additionally, Fidelity provides an extensive set of charting tools with 129 technical indicators and 38 drawing tools, far surpassing J.P. Morgan's offerings of 36 indicators and 10 drawing tools. Features such as the ability to add notes to charts, adjust orders directly on the stock chart, and the capability to display historical trades further enhance Fidelity's platform.
While J.P. Morgan Self-Directed Investing does allow users to create custom studies for charts—a feature Fidelity lacks—it falls short in other areas like the number of columns available for watchlists, with only 20 available compared to Fidelity's 92. Furthermore, Fidelity allows for greater customization with features such as custom date ranges, automated technical analysis, and the option to save multiple chart profiles. Ultimately, Fidelity's array of tools and its user-friendly interface make it a more attractive choice for both novice and experienced traders.
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
Web Trading Platform
info
|
Yes
|
Yes
|
Desktop Trading Platform
info
|
Yes
|
No
|
Desktop Platform (Mac)
info
|
Yes
|
No
|
Paper Trading
info
|
No
|
No
|
Watch Lists - Total Fields
info
|
92
|
20
|
Charting - Indicators / Studies
info
|
129
|
36
|
Charting - Drawing Tools
info
|
38
|
10
|
Platforms & Tools
|
|
|
Dive deeper: Best Online Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
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Beginners and education
When choosing between Fidelity and J.P. Morgan Self-Directed Investing for educational support, both platforms offer resources that cater to beginners and experienced investors. They provide education on stocks, ETFs, options, mutual funds, and bonds. Additionally, both brokers offer educational videos and webinars for a rich learning experience. Fidelity stands out by offering interactive quizzes that can help reinforce learning, as well as a system to track progress, which J.P. Morgan lacks. Both platforms disappointingly do not offer paper trading, a feature some beginners might find beneficial for practice without financial risk.
Fidelity enjoys a slightly higher favorability with an education rating of 5 stars compared to J.P. Morgan Self-Directed Investing's 4.5-star rating. This higher appreciation could be due to Fidelity's added resources like quizzes and learning progress tracking. According to StockBrokers.com, Fidelity ranks as the second-best broker for education among 15 evaluated, whereas J.P. Morgan Self-Directed Investing holds the seventh position. These distinctions make Fidelity a more appealing option for those prioritizing educational support.
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
Education (Stocks)
info
|
Yes
|
Yes
|
Education (ETFs)
info
|
Yes
|
Yes
|
Education (Options)
info
|
Yes
|
Yes
|
Education (Mutual Funds)
info
|
Yes
|
Yes
|
Education (Bonds)
info
|
Yes
|
Yes
|
Paper Trading
info
|
No
|
No
|
Videos
info
|
Yes
|
Yes
|
Webinars
info
|
Yes
|
Yes
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
Stock trading apps
When comparing Fidelity and J.P. Morgan Self-Directed Investing in terms of their stock trading apps, Fidelity clearly stands out. It boasts a top rating of 5 stars and ranks 3rd out of 15 brokers according to StockBrokers.com. In contrast, J.P. Morgan Self-Directed Investing is rated 4 stars and holds the 12th position in the same ranking. Fidelity's comprehensive offerings make it a more attractive choice for those seeking a powerful trading experience.
Both Fidelity and J.P. Morgan Self-Directed Investing provide apps for iPhone and Android devices, ensuring accessibility for users. While Fidelity extends its service with an Apple Watch app, this is not an option with J.P. Morgan. For investors who value after-hours trading, Fidelity offers mobile after-hours stock trading, a feature that remains uncertain for J.P. Morgan. Options trading is available on both platforms, making them versatile choices for diverse trading strategies.
In terms of advanced tools, Fidelity offers a more enriched experience. Its platform enables streaming quotes and live TV, alongside video on demand, features not available with J.P. Morgan. Both brokers allow for customized watch lists, but Fidelity further enhances this with after-hours charting and the ability to view multiple time frames. Moreover, Fidelity supports displaying stock comparisons on charts and offers 119 technical studies compared to J.P. Morgan's 36. Overall, Fidelity's robust toolset and high user ratings make it the superior choice for traders focused on stock trading apps.
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
iPhone App
info
|
Yes
|
Yes
|
Android App
info
|
Yes
|
Yes
|
Apple Watch App
info
|
Yes
|
No
|
Stock Alerts
info
|
Yes
|
Yes
|
Charting - After-Hours
info
|
Yes
|
No
|
Charting - Technical Studies
info
|
119
|
36
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps for 2025
Fees
When choosing between Fidelity and J.P. Morgan Self-Directed Investing for your online brokerage needs, it is essential to consider their various fees and charges. Both platforms offer commission-free trades for stocks, making them equally attractive for those who primarily invest in equities. However, differences arise in other areas, such as IRA closure and full account transfer fees, where Fidelity emerges as the more cost-effective choice due to its absence of any charges, unlike J.P. Morgan's set fees of $75 each in these categories.
Delving deeper into margin trading costs, Fidelity tends to offer slightly more appealing rates compared to J.P. Morgan for most balances. For balances under $25,000, Fidelity charges an interest rate of 13.075%, slightly lower than J.P. Morgan’s 13.25%. The trend continues for balances between $25,000 and $49,999, where Fidelity's rate is 12.575% against J.P. Morgan's 13%. The advantage narrows a bit as the margin balances increase to between $50,000 and $99,999, but Fidelity still maintains a lower rate of 12.125% compared to J.P. Morgan's 12.5%.
Additionally, both Fidelity and J.P. Morgan Self-Directed Investing charge $0 for the account minimum deposit and IRA annual fees, with consistent fees of $0.65 per options contract traded. No fees are associated with options exercises or assignments on either platform. However, as mentioned earlier, it's crucial to watch out for potential costs when closing an IRA or transferring your entire account with J.P. Morgan, which could eat into some of your investment returns.
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
Minimum Deposit
info
|
$0.00
|
$0.00
|
Stock Trades
info
|
$0.00
|
$0.00
|
Options (Per Contract)
info
|
$0.65
|
$0.65
|
Options Exercise Fee
info
|
$0.00
|
$0.00
|
Options Assignment Fee
info
|
$0.00
|
$0.00
|
IRA Annual Fee
info
|
$0.00
|
$0.00
|
IRA Closure Fee
info
|
$0.00
|
$75.00
|
Dive deeper: Best Free Trading Platforms for 2025
Day Trading
For those interested in day trading, Fidelity offers several features that can enhance the trading experience compared to J.P. Morgan Self-Directed Investing. Fidelity users benefit from streaming time and sales for stocks, providing real-time information crucial for making informed trading decisions. Additionally, streaming live TV is available with Fidelity, ensuring traders are up-to-date with the latest market news. Direct market routing and trading hotkeys are also part of Fidelity's offerings, alongside access to level 2 quotes and basic strategy backtesting, which can aid in executing more refined trading strategies. A unique short locator tool allows Fidelity customers to assess the real-time availability of shares available for shorting, a critical feature for active traders.
In contrast, J.P. Morgan Self-Directed Investing lacks several of these desirable features, potentially putting day traders at a disadvantage. Users do not have access to streaming time and sales data, live TV, or direct market routing, which are essential tools for making quick and informed trading decisions. Furthermore, trading hotkeys and level 2 quotes are absent, as is basic strategy backtesting. While neither platform supports ladder trading or offers advanced strategy backtesting and order liquidity rebates, Fidelity's offerings cater more comprehensively to the needs of day traders seeking detailed market data and tools.
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
Streaming Time & Sales
info
|
Yes
|
No
|
Streaming TV
info
|
Yes
|
No
|
Direct Market Routing - Stocks
info
|
Yes
|
No
|
Level 2 Quotes - Stocks
info
|
Yes
|
No
|
Trade Ideas - Backtesting
info
|
Yes
|
No
|
Trade Ideas - Backtesting Adv
info
|
No
|
No
|
Short Locator
info
|
Yes
|
No
|
Dive deeper: Best Day Trading Platforms for 2025
Market Research
When it comes to market research capabilities, both Fidelity and J.P. Morgan Self-Directed Investing present a comprehensive array of tools and resources that cater to a range of investor needs. However, Fidelity emerges as the superior choice, as reflected in its higher ranking and rating. With Fidelity securing a 5-star rating and a position as the third best among 15 brokers for market research, compared to J.P. Morgan's 4-star rating and seventh place ranking, Fidelity clearly takes the lead in providing broader and more in-depth research options.
Fidelity and J.P. Morgan Self-Directed Investing both offer extensive research for stocks, ETFs, mutual funds, pink sheets/OTCBB, and bonds, ensuring traders at either platform can make well-informed decisions. Both platforms allow users to analyze their portfolio allocation by asset class and provide screeners for trade ideas across multiple asset types, including stocks, ETFs, mutual funds, and bonds. However, Fidelity sets itself apart by offering research using social media sentiment data and ESG (Environmental, Social, and Governance) research, which J.P. Morgan Self-Directed Investing does not provide.
Fidelity also outshines with a greater number of downloadable PDF research reports for stocks—11 compared to J.P. Morgan's two. Furthermore, Fidelity includes downloadable PDF reports for ETFs, a feature J.P. Morgan lacks. While both firms provide mutual fund research, neither currently offers PDF reports for them. Ultimately, Fidelity's enhanced research offerings and higher performance in multiple categories make it a more enticing choice for investors seeking detailed market insights.
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
Research - Stocks
info
|
Yes
|
Yes
|
Screener - Stocks
info
|
Yes
|
Yes
|
Research - ETFs
info
|
Yes
|
Yes
|
Screener - ETFs
info
|
Yes
|
Yes
|
Research - Mutual Funds
info
|
Yes
|
Yes
|
Screener - Mutual Funds
info
|
Yes
|
Yes
|
Research - Bonds
info
|
Yes
|
Yes
|
Screener - Bonds
info
|
Yes
|
Yes
|
Research
|
|
|
Banking
When comparing the banking features of Fidelity and J.P. Morgan Self-Directed Investing, there are distinct differences and similarities to consider. Fidelity does not offer traditional banking products like checking and savings accounts, whereas J.P. Morgan Self-Directed Investing provides both, giving users more options for everyday banking. Both services offer debit and credit cards, providing convenient payment methods for their users. In terms of borrowing, both offer mortgage loans, catering to customers in need of home financing. For those interested in growing their savings with certificates of deposit (CDs), both Fidelity and J.P. Morgan Self-Directed Investing offer this option. Overall, J.P. Morgan stands out for its comprehensive banking offerings, especially with its checking and savings accounts, while Fidelity remains competitive with its wide range of other financial products.
Dive deeper: Best Bank Accounts for Trading Stocks for 2025
Winner
After opening live accounts and testing 15 of the best online brokers, our research and live account testing finds that Fidelity is better than J.P. Morgan Self-Directed Investing. Fidelity finished with an overall score of 96.2%, while J.P. Morgan Self-Directed Investing finished with a score of 85.4%.
Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.
FAQs
Can you trade cryptocurrency with Fidelity or J.P. Morgan Self-Directed Investing?
Fidelity outshines J.P. Morgan Self-Directed Investing in the crypto trading arena by offering access to 3 cryptocurrencies, whereas J.P. Morgan provides no options for digital coin trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Does Fidelity or J.P. Morgan Self-Directed Investing offer IRAs?
Both Fidelity and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts with no annual fees; however, while Fidelity charges no fee for closing IRA accounts, J.P. Morgan Self-Directed Investing imposes a $75 closure fee.
Dive deeper: Best IRA Accounts for 2025
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Broker Screenshots
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Trading Platform & Tools Gallery (click to expand) |
|
|
|
Research Gallery (click to expand) |
|
|
|
Mobile Trading Apps Gallery (click to expand) |
|
|
|
Education Gallery (click to expand) |
|
|
|
Trading Fees
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Minimum Deposit info
|
$0.00
|
$0.00
|
|
Stock Trades info
|
$0.00
|
$0.00
|
|
Penny Stock Fees (OTC) info
|
$0.00
|
$0.00
|
|
Mutual Fund Trade Fee info
|
Varies
info
|
$0
|
|
Options (Per Contract) info
|
$0.65
|
$0.65
|
|
Futures (Per Contract) info
|
(Not offered)
|
(Not offered)
|
|
Broker Assisted Trade Fee info
|
$32.95
|
Varies
|
|
Margin Rates
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Margin Rate Under $25,000 info
|
13.075%
|
13.25%
|
|
Margin Rate $25,000 to $49,999.99 info
|
12.575%
|
13%
|
|
Margin Rate $50,000 to $99,999.99 info
|
12.125%
|
12.5%
|
|
Margin Rate $100,000 to $249,999.99 info
|
11.575%
|
12.25%
|
|
Margin Rate $250,000 to $499,999.99 info
|
11.325%
|
12.25%
|
|
Margin Rate $500,000 to $999,999.99 info
|
9.00%
|
11.5%
|
|
Margin Rate Above $1,000,000 info
|
8.75%
|
11%
info
|
|
Account Fees
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
IRA Annual Fee info
|
$0.00
|
$0.00
|
|
IRA Closure Fee info
|
$0.00
|
$75.00
|
|
Account Transfer Out (Partial) info
|
$0.00
|
$0.00
|
|
Account Transfer Out (Full) info
|
$0.00
|
$75.00
|
|
Options Exercise Fee info
|
$0.00
|
$0.00
|
|
Options Assignment Fee info
|
$0.00
|
$0.00
|
|
Investment Options
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Stock Trading info
|
Yes
|
Yes
|
|
Margin Trading info
|
Yes
|
Yes
info
|
|
Fractional Shares info
|
Yes
|
Yes
|
|
OTC Stocks info
|
Yes
|
Yes
|
|
Options Trading info
|
Yes
|
Yes
|
|
Complex Options Max Legs info
|
4
|
1
|
|
Futures Trading info
|
No
|
No
|
|
Forex Trading info
|
No
|
No
|
|
Crypto Trading info
|
Yes
|
No
|
|
Crypto Trading - Total Coins info
|
3
|
0
|
|
Mutual Funds (No Load) info
|
5843
|
3500
|
|
Mutual Funds (Total) info
|
10000
|
3500
|
|
Bonds (US Treasury) info
|
Yes
|
Yes
|
|
Bonds (Corporate) info
|
Yes
|
Yes
|
|
Bonds (Municipal) info
|
Yes
|
Yes
|
|
Traditional IRAs info
|
Yes
|
Yes
|
|
Roth IRAs info
|
Yes
|
Yes
|
|
Advisor Services info
|
Yes
|
Yes
|
|
International Countries (Stocks) info
|
25
|
0
|
|
Order Types
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Order Type - Market info
|
Yes
|
Yes
|
|
Order Type - Limit info
|
Yes
|
Yes
|
|
Order Type - After Hours info
|
Yes
|
No
|
|
Order Type - Stop info
|
Yes
|
Yes
|
|
Order Type - Trailing Stop info
|
Yes
|
No
|
|
Order Type - OCO info
|
Yes
|
No
|
|
Order Type - OTO info
|
Yes
|
No
|
|
Order Type - Broker Assisted info
|
Yes
|
Yes
|
|
Beginners
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Education (Stocks) info
|
Yes
|
Yes
|
|
Education (ETFs) info
|
Yes
|
Yes
|
|
Education (Options) info
|
Yes
|
Yes
|
|
Education (Mutual Funds) info
|
Yes
|
Yes
|
|
Education (Bonds) info
|
Yes
|
Yes
|
|
Education (Retirement) info
|
Yes
|
Yes
|
|
Retirement Calculator info
|
Yes
|
Yes
|
|
Investor Dictionary info
|
Yes
|
No
|
|
Paper Trading info
|
No
|
No
|
|
Videos info
|
Yes
|
Yes
|
|
Webinars info
|
Yes
|
Yes
|
|
Webinars (Archived) info
|
Yes
|
No
|
|
Progress Tracking info
|
Yes
|
No
|
|
Interactive Learning - Quizzes info
|
Yes
|
No
|
|
Stock Trading Apps
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
iPhone App info
|
Yes
|
Yes
|
|
Android App info
|
Yes
|
Yes
|
|
Apple Watch App info
|
Yes
|
No
|
|
Trading - Stocks info
|
Yes
|
Yes
|
|
Trading - After-Hours info
|
Yes
|
No
|
|
Trading - Simple Options info
|
Yes
|
Yes
|
|
Trading - Complex Options info
|
Yes
|
No
|
|
Order Ticket RT Quotes info
|
Yes
|
Yes
|
|
Order Ticket SRT Quotes info
|
Yes
|
No
|
|
Stock App Features
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Market Movers (Top Gainers) info
|
Yes
|
Yes
|
|
Stream Live TV info
|
Yes
|
No
|
|
Videos on Demand info
|
Yes
|
No
|
|
Stock Alerts info
|
Yes
|
Yes
|
|
Option Chains Viewable info
|
Yes
|
Yes
|
|
Watch List (Real-time) info
|
Yes
|
Yes
|
|
Watch List (Streaming) info
|
Yes
|
No
|
|
Watch Lists - Create & Manage info
|
Yes
|
Yes
|
|
Watch Lists - Column Customization info
|
Yes
|
Yes
|
|
Stock App Charting
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Charting - After-Hours info
|
Yes
|
No
|
|
Charting - Can Turn Horizontally info
|
Yes
|
Yes
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
Charting - Technical Studies info
|
119
|
36
|
|
Charting - Study Customizations info
|
Yes
|
Yes
|
|
Charting - Stock Comparisons info
|
Yes
|
No
|
|
Trading Platforms
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Active Trading Platform info
|
Active Trader Pro
|
No
|
|
Desktop Trading Platform info
|
Yes
|
No
|
|
Desktop Platform (Mac) info
|
Yes
|
No
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
Paper Trading info
|
No
|
No
|
|
Trade Journal info
|
Yes
|
No
|
|
Watch Lists - Total Fields info
|
92
|
20
|
|
Stock Chart Features
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Charting - Adjust Trades on Chart info
|
Yes
|
No
|
|
Charting - Indicators / Studies info
|
129
|
36
|
|
Charting - Drawing Tools info
|
38
|
10
|
|
Charting - Notes info
|
Yes
|
No
|
|
Charting - Index Overlays info
|
Yes
|
Yes
|
|
Charting - Historical Trades info
|
Yes
|
No
|
|
Charting - Corporate Events info
|
Yes
|
Yes
|
|
Charting - Custom Date Range info
|
Yes
|
No
|
|
Charting - Custom Time Bars info
|
Yes
|
No
|
|
Charting - Automated Analysis info
|
Yes
|
No
|
|
Charting - Save Profiles info
|
Yes
|
No
|
|
Trade Ideas - Technical Analysis info
|
Yes
|
No
|
|
Charting - Study Customizations info
|
5
|
3
|
|
Charting - Custom Studies info
|
No
|
Yes
|
|
Day Trading
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Streaming Time & Sales info
|
Yes
|
No
|
|
Streaming TV info
|
Yes
|
No
|
|
Direct Market Routing - Stocks info
|
Yes
|
No
|
|
Ladder Trading info
|
No
|
No
|
|
Trade Hotkeys info
|
Yes
|
No
|
|
Level 2 Quotes - Stocks info
|
Yes
|
No
|
|
Trade Ideas - Backtesting info
|
Yes
|
No
|
|
Trade Ideas - Backtesting Adv info
|
No
|
No
|
|
Short Locator info
|
Yes
|
No
|
|
Order Liquidity Rebates info
|
No
|
No
|
|
Research Overview
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Research - Stocks info
|
Yes
|
Yes
|
|
Research - ETFs info
|
Yes
|
Yes
|
|
Research - Mutual Funds info
|
Yes
|
Yes
|
|
Research - Pink Sheets / OTCBB info
|
Yes
|
Yes
|
|
Research - Bonds info
|
Yes
|
Yes
|
|
Screener - Stocks info
|
Yes
|
Yes
|
|
Screener - ETFs info
|
Yes
|
Yes
|
|
Screener - Mutual Funds info
|
Yes
|
Yes
|
|
Screener - Bonds info
|
Yes
|
Yes
|
|
Misc - Portfolio Allocation info
|
Yes
|
Yes
|
|
Stock Research
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Stock Research - PDF Reports info
|
11
|
2
|
|
Stock Research - Earnings info
|
Yes
|
Yes
|
|
Stock Research - Insiders info
|
Yes
|
No
|
|
Stock Research - Social info
|
Yes
|
No
|
|
Stock Research - News info
|
Yes
|
Yes
|
|
Stock Research - ESG info
|
Yes
|
No
|
|
Stock Research - SEC Filings info
|
Yes
|
No
|
|
ETF Research
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
ETFs - Strategy Overview info
|
Yes
|
Yes
|
|
ETF Fund Facts - Inception Date info
|
Yes
|
Yes
|
|
ETF Fund Facts - Expense Ratio info
|
Yes
|
Yes
|
|
ETF Fund Facts - Net Assets info
|
Yes
|
Yes
|
|
ETF Fund Facts - Total Holdings info
|
Yes
|
Yes
|
|
ETFs - Top 10 Holdings info
|
Yes
|
Yes
|
|
ETFs - Sector Exposure info
|
Yes
|
Yes
|
|
ETFs - Risk Analysis info
|
Yes
|
No
|
|
ETFs - Ratings info
|
Yes
|
Yes
|
|
ETFs - Morningstar StyleMap info
|
Yes
|
Yes
|
|
ETFs - PDF Reports info
|
Yes
|
No
|
|
Mutual Fund Research
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Mutual Funds - Strategy Overview info
|
Yes
|
Yes
|
|
Mutual Funds - Performance Chart info
|
Yes
|
Yes
|
|
Mutual Funds - Performance Analysis info
|
Yes
|
Yes
|
|
Mutual Funds - Prospectus info
|
Yes
|
No
|
|
Mutual Funds - 3rd Party Ratings info
|
Yes
|
Yes
|
|
Mutual Funds - Fees Breakdown info
|
Yes
|
Yes
|
|
Mutual Funds - Top 10 Holdings info
|
Yes
|
Yes
|
|
Mutual Funds - Asset Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - Sector Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - Country Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - StyleMap info
|
Yes
|
Yes
|
|
Options Trading
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Option Chains - Basic View info
|
Yes
|
Yes
|
|
Option Chains - Strategy View info
|
Yes
|
No
|
|
Option Chains - Streaming info
|
Yes
|
No
|
|
Option Chains - Total Columns info
|
26
|
6
|
|
Option Chains - Greeks info
|
5
|
0
|
|
Option Chains - Quick Analysis info
|
Yes
|
No
|
|
Option Analysis - P&L Charts info
|
Yes
|
No
|
|
Option Probability Analysis info
|
Yes
|
No
|
|
Option Probability Analysis Adv info
|
Yes
|
No
|
|
Option Positions - Greeks info
|
Yes
|
No
|
|
Option Positions - Greeks Streaming info
|
Yes
|
No
|
|
Option Positions - Adv Analysis info
|
Yes
|
No
|
|
Option Positions - Rolling info
|
Yes
|
No
|
|
Option Positions - Grouping info
|
Yes
|
No
|
|
Banking
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Bank (Member FDIC) info
|
No
|
Yes
|
|
Checking Accounts info
|
No
|
Yes
|
|
Savings Accounts info
|
No
|
Yes
|
|
Credit Cards info
|
Yes
|
Yes
|
|
Debit Cards info
|
Yes
|
Yes
|
|
Mortgage Loans info
|
Yes
|
Yes
|
|
Customer Service
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Phone Support (Prospect Customers) info
|
Yes
|
No
|
|
Phone Support (Current Customers) info
|
Yes
|
Yes
|
|
Email Support info
|
Yes
|
Yes
|
|
Live Chat (Prospect Customers) info
|
Yes
|
No
|
|
Live Chat (Current Customers) info
|
Yes
|
No
|
|
24/7 Support info
|
Yes
|
Yes
|
|
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